Don’t Do That: Don’t Treat Retirement Like One-Size-Fits-All with Bonnie Treichel, Endeavor Law

In this thoughtful and energizing episode of Don’t Do That, Kelly Waltrich sits down with Bonnie Treichel, Chief Solutions Officer at Endeavor Retirement and Endeavor Law, to explore why retirement planning—and entrepreneurship—should never follow rigid, one-size-fits-all rules. Bonnie shares her path as a multi-business founder serving financial advisors in the retirement plan and wealth management space, including why she chose the title “Chief Solutions Officer,” how listening to clients l...